FXB vs. VOO
Compare and contrast key facts about Invesco CurrencyShares® British Pound Sterling Trust (FXB) and Vanguard S&P 500 ETF (VOO).
FXB and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXB is a passively managed fund by Invesco that tracks the performance of the British Pound. It was launched on Jun 26, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both FXB and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXB or VOO.
Correlation
The correlation between FXB and VOO is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FXB vs. VOO - Performance Comparison
Key characteristics
FXB:
0.47
VOO:
1.76
FXB:
0.71
VOO:
2.37
FXB:
1.09
VOO:
1.32
FXB:
0.08
VOO:
2.66
FXB:
0.95
VOO:
11.10
FXB:
3.39%
VOO:
2.02%
FXB:
6.76%
VOO:
12.79%
FXB:
-48.98%
VOO:
-33.99%
FXB:
-35.58%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FXB achieves a 1.30% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, FXB has underperformed VOO with an annualized return of -1.55%, while VOO has yielded a comparatively higher 13.03% annualized return.
FXB
1.30%
2.76%
-3.02%
2.87%
0.67%
-1.55%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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FXB vs. VOO - Expense Ratio Comparison
FXB has a 0.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FXB vs. VOO — Risk-Adjusted Performance Rank
FXB
VOO
FXB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® British Pound Sterling Trust (FXB) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FXB vs. VOO - Dividend Comparison
FXB's dividend yield for the trailing twelve months is around 3.15%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXB Invesco CurrencyShares® British Pound Sterling Trust | 3.15% | 3.25% | 2.60% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FXB vs. VOO - Drawdown Comparison
The maximum FXB drawdown since its inception was -48.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FXB and VOO. For additional features, visit the drawdowns tool.
Volatility
FXB vs. VOO - Volatility Comparison
The current volatility for Invesco CurrencyShares® British Pound Sterling Trust (FXB) is 2.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that FXB experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.